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Edward Jones - Financial Advisor: Katie Kohn

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Edward Jones - Financial Advisor: Katie Kohn

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Helping Build, Grow & Protect Your Financial Future | Financial Strategies for Individuals & Business Owners

11/03/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/30/2026

Don't just go off instinct when thinking about saving for college. Take our short lesson to discover options like 529 plans and make a more informed decision

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

10/29/2026

We still have spots available 📢 You're Invited!

Join us for an educational seminar on Anatomy of Recession on November 4, 2026 at 4:30p at Pizza Ranch (Beaver Dam). Dinner will be served.

We're pleased to welcome Bill Dean from Franklin Templeton, who will be leading this discussion

To reserve space for yourself, please call me at 920-763-9224 no later than 10/30/2026.

10/29/2026

HOW GREAT IS THIS WIN! 💙💛 What an incredible season and a memorable moment for Brewer fans everywhere!

10/28/2026

Life insurance isn’t always easy to understand, but figuring out how much you should get to keep your family protected is a good place to start. Use our life insurance calculator, “L-I-F-E,” to get an estimate: https://bit.ly/4A0k1Li

Helping Build, Grow & Protect Your Financial Future | Financial Strategies for Individuals & Business Owners

10/27/2026

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve got a good foundation to help you withstand a down market.

Strategies for every stage

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/3UMg3XG

A summary of last week's market highlights and economic news.

10/23/2026

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performance is the result of preparation, strategy and working with a team you trust. Ready to start working on your road map for the future? Call my office today.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=1866976&utm_source=facebook&utm_medium=social_media&utm_content=3339673&c3nid=1866976_facebook_3339673&c3ch=BranchSocialMedia&EID=MDAwMDAwMTk4NjEzNA%3D%3D.

10/22/2026

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand content and live webinars — at no additional cost to eligible organizations.

Help employees with their personal finances

Address

1748 N. Spring Street
Beaver Dam, WI
53916

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 4pm

Telephone

+19207639224

Website

facebook.com

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